See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,523 | $101,724-54.3% | $164,813-71.8% | $80,856-42.5% |
| Participation rate | 86.8% | 71.8%+15.0pp | 78.6%+8.2pp | 67.6%+19.2pp |
| Annual return | 12.65% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,038 | $2,953-64.9% | $4,341-76.1% | $2,755-62.3% |
| Participant deferral / active EE | $4,537 | $4,477+1.3% | $6,031-24.8% | $4,296+5.6% |
| Admin fee / account holder | $5,673 | $8,227-31.0% | $12,690-55.3% | $6,918-18.0% |